Investment Counselor AVP, Citi

Citi

Location:
Mexico, Ciudad De Mexico

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Investment Counselor Sr Anlyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services. The Private Bank delivers solutions to help meet the individual, family and business needs of over 10,000 ultra-high net worth clients around the world.

Job Responsibility:

Function as the primary client contact and trusted investment advisor for clients
Leverage existing client relationships to introduce new ultra-high net worth clients
Build and manage a successful practice centered on deepening relationships
Combine in depth knowledge of traditional and alternative investments
Work across currencies, asset classes, markets and jurisdictions
Engage and advise clients on brokerage activity and execute trades
Actively look for cross sell opportunities
Partner with Bankers to prospect for new investment business
Appropriately assess risk when business decisions are made

Requirements:

5-8 years of experience
Experience in providing investment advice and solutions
CFA certification
AMIB 3 certification
Requires good analytical skills
Strong communication and diplomacy skills
US Only: S7, S66 (or S63) and S3
NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
Fluent in english
Bachelor's/University degree or equivalent experience

Additional Information:

Job Posted:
November 28, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Investment Counselor AVP